New England Capital Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.1K | Sell |
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|
2025
Q2 | $20.8K | Sell |
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|
2025
Q1 | $36K | Sell |
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|
2024
Q4 | $15.8M | Sell |
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|
2024
Q3 | $16M | Buy |
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|
2024
Q2 | $14.5M | Buy |
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|
2024
Q1 | $15M | Sell |
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|
2023
Q4 | $14.1M | Buy |
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|
2023
Q3 | $12.3M | Buy |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $11.6M | Buy |
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|
2022
Q4 | $12.2M | Buy |
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